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Platform B

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CloseClose Deals & Manage Relationships

STOA rating

7.0 / 10

Openness

OPENNESS 9/10API 3/3 · Export 3/3 · Contract 2/2 · Integrations 1/2

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API

The Close pricing table lists API access and the event log on every plan, from Solo to Scale. close.com, checked 28 Sept 2026 (opens in a new tab)

Your data

You can export your leads, contacts and opportunities yourself from Close as a CSV or JSON file. help.close.com, checked 28 Sept 2026 (opens in a new tab)

Connections

Close lists an integration on Zapier for leads, calls and opportunities. zapier.com, checked 28 Sept 2026 (opens in a new tab)

Openness note

API access on every plan. Self-serve CSV or JSON export of leads, contacts and deals. Monthly plans cancel any time. Zapier integration.

What it does

Close is best for small sales teams that do a lot of outbound calling and emailing. It combines your CRM, phone dialer, email, and SMS into one place so your reps don't have to jump between tools. It also includes an AI sales agent named Chloe that can call new leads, qualify them, book meetings, and update your CRM automatically. If your team lives on the phone and needs to move fast on leads, Close is built for exactly that.

Strengths

Native calling and SMS built into the CRM — no third-party dialer needed
AI agent Chloe handles lead qualification and meeting booking automatically
Clean, fast interface designed for high-volume outbound sales
Affordable Solo plan at $9/month for individual users
Strong integration library including Zapier, Gmail, Zoom, and Calendly

Weaknesses

Growth plan starts at $99 per seat per month, which adds up quickly for teams
Chloe AI agent is not available on Solo or Essentials plans
Not ideal for teams that do mostly inbound or relationship-based sales
Workflows and automation are excluded from the Solo plan

Key features

Built-in phone dialer, email, and SMS so all your outreach happens inside one tool
AI agent (Chloe) calls new leads within minutes, qualifies them, and books meetings automatically
Pipeline management with deal stages, task reminders, and follow-up tracking
Every call is transcribed and summarized, with notes logged to the lead record automatically
Smart Views let you filter and save custom lead lists to prioritize your day
Connects to Gmail, Zoom, Calendly, Zapier, and dozens of other tools you already use

AI features

Chloe is a built-in AI sales agent that calls leads, qualifies them through real conversations, books meetings, and writes follow-up emails — all while updating your CRM automatically. Higher-tier plans also include AI-generated lead summaries that pull from calls, emails, and meetings to get your reps up to speed fast.

STOA verdict

Close is a strong pick for small outbound sales teams — especially if your reps spend most of their day on the phone. The biggest pro is that calling, email, SMS, and CRM are all in one place, which saves real time and keeps your data clean. The main downside is cost: at $99 per seat per month on the Growth plan, it gets expensive fast as your team grows, and the AI agent (Chloe) is only available on Growth and Scale tiers.